ISHARES TR

Ticker: IUSG CUSIP: 464287671 Class: CORE S&P US GWT

Connecticut Wealth Management, LLC's Holding History (CIK: 0001689829)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,123 Value ($000) $525 Avg Close — Range —
Q3 2025
Shares 3,122 Value ($000) $514 Avg Close — Range —
Q2 2025
Shares 2,000 Value ($000) $301 Avg Close — Range —
Q1 2025
Shares 2,000 Value ($000) $254 Avg Close — Range —
Q4 2024
Shares 2,000 Value ($000) $279 Avg Close — Range —
Q3 2024
Shares 2,000 Value ($000) $264 Avg Close — Range —
Q2 2024
Shares 2,000 Value ($000) $255 Avg Close — Range —
Q1 2024
Shares 2,046 Value ($000) $240 Avg Close — Range —
Q4 2023
Shares 2,000 Value ($000) $208 Avg Close — Range —